Have you thought about how you want to spend your retirement?

We’re here to help you pause and plan your future

A comfortable and happy retirement should be your reward for years of hard work. So it’s important to take a moment to check if you have the right plans in place to make it happen. We’re right here to help you prepare for, and enjoy, a fulfilling retirement.

Within every Skipton branch, our financial advisers are available to meet you face-to-face. They can offer advice on investments, retirement planning and inheritance tax planning, with no pressure to act.

Where are you on your retirement journey?

thinking about retirement

I'm thinking about retirement

It can really pay off to prioritise your retirement plans - we can show you how you can do this.

I'm approaching retirement

We can help you prepare for the major changes ahead, so nothing in your planning is overlooked.

I've already started my retirement

From guidance on how to adapt to retirement, to advice about managing your finances, we can help.

48% of the UK population*
has an 'ostrich' mentality when it comes to saving for retirement
Find out more

Are your retirement plans on track?

Our interactive calculator can help you work out how much money you’ll need in retirement – and if you’re on track to have enough income.

Knowledge Centre

There’s a lot to look forward to about retiring – and we can help you to consider your plans. The sooner you focus on what you’ll need, the more time you’ll have to build the right financial plan.

Pensions Hub

We explain how pensions work, the benefits of early planning, and what the pension freedoms mean. You can also find out how to review your pension, and ways we can help you.

Let's get the conversation started

Book a review today and see how we can help you start to plan your future

*We’ve teamed up with YouGov who surveyed over 6,000 UK consumers to monitor retirement saving behaviours.

Our recommendations are likely to include stock market-linked investments. These aren’t like building society savings accounts, as your capital is at risk and you may get back less than you invest. The value of your investments and any income from them may fall as well as rise.

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